While not a requirement, a J.D. with a background in estate planning is desirable. In addition to the following responsibilities, this role would involve the following: 1) Preparation of estate plan reviews 2) Oversight of settling estates when needed 3) Engaging with clients who want to review and/or update their estate documents.
Advisors at Moneta Group also have the unique opportunity to advance their careers in a long-term and intentional way. Our Partner in Training program offers a clear career path for those interested in being part of our sustainable business model, which facilitates lifetime client relationships and a rewarding career development platform for those interested in investing in themselves and the firm.